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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,113 | $127,387+4.5% | $115,038+15.7% | $125,389+6.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.82% | 31.28%-32.1pp | 26.14%-27.0pp | 282.24%-283.1pp |
| Employer contribution / active EE | $8,757 | $5,166+69.5% | $4,608+90.0% | $4,866+80.0% |
| Participant deferral / active EE | $5,151 | $6,423-19.8% | $6,026-14.5% | $5,352-3.7% |
| Admin fee / account holder | $59 | $9,516-99.4% | $8,175-99.3% | $9,541-99.4% |